Onedigital Asset Management

RIASEC RegisteredEst. 2023
Total AUM
$762K
Discretionary
$762K
100% of AUM
Avg account
$12.9K
Accounts
59
Employees
3
Advisory reps
3

Firm details

Headquarters
Overland Park, Kansas
CRD number
320608
Registered since
March 3, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Other
Client types
  • Other Investment Advisers100%
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Onedigital Asset Management is an SEC-registered institutional RIA organized as an LLC and registered in 2023. The firm operates primarily as a capital allocator: its stated advisory activity is the selection of other advisers, and it maintains relationships with third-party managers rather than positioning itself as a single-strategy asset manager. Onedigital identifies as an active ESG investor, and it is designated as a related adviser to other entities. Its fee structure is listed as “other,” indicating non-standard pricing arrangements. The firm reports affiliations across the financial services ecosystem, including broker‑dealer, other investment adviser, insurance company and pension consultant ties.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Non-Exchange Traded Equities 2%, Cash & Cash Equivalents 1%97%
  • Exchange Traded Equities97%
  • Non-Exchange Traded Equities2%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Michael Esselman

    Michael Esselman

    Chief Investment OfficerCRD 5845345

  • David Ito

    David Ito

    Chief Compliance OfficerCRD 6444780

Contacts

1 of 1
  • Vincent Morris

    Vincent Morris

    PresidentCRD 2444990

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Overland Park, KS

Johnson

Location

Overland Park, KS

Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Johnson
Address
11101 Switzer Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth